It is amazing to see how well Lennar (LEN) has performed relative to its peers.  Today the company reported extremely strong earnings.  Some of the highlights are the following:
Deliveries up 20% from 1 year ago.
New orders up 40% from 1 year ago.
Backlog up 61% from 1 year ago.
Operating margin improved 480 basis points from 1 year ago.

Housing has certainly bottomed and is on the way to recovery, but Lennar through prudent managerial decisions has performed by leaps and bounds better than the vast majority of its peers.

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